12-month maximum-term contract covering parental leave
Base yourself in our state of the art, central Sydney office
Fantastic opportunity to develop your career working with PWM at this exciting time of change.
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
Perpetual Wealth Management
The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.
About the Role
The Investment Implementation Manager sits within the Perpetual Wealth Management Investments Team, acting as a subject matter expert (SME) in investment operations and implementation, and delivering investment-related projects as we undergo a period of significant transformation due to the separation of Perpetual Wealth Management (PWM) from Perpetual Limited.
This role also retains leadership accountability for the Investment Implementation team, who are responsible for implementing investment changes, producing investment reporting, and supporting the day-to-day operational management of the Perpetual Private Funds.
This role is offered as a 12-month maximum-term contract, covering parental leave.
You’ll:
Be a key contributor to the delivery of project plans and milestones, for investment related separation activities, including Responsible Entity change activities and operational readiness for separation.
Be a SME for investment operational input into separation governance forums and working groups.
Maintain the execution and tracking of required investment documentation, agreements and approvals linked to separation activities.
Investment Implementation team management and oversight including:
Implementation of approved investment changes across funds, model portfolios and approved product lists.
Investment reporting and monitoring.
Day-to-day operational support for Funds.
End-to-end project management of investment change implementation.
Ongoing liaison with custodians, registry, fund accounting and outsourced service providers on investment operations matters.
Production and coordination of relevant investment committee and board materials, and maintenance of key investment documentation.
About You
We’re looking for someone with:
An appropriate undergraduate degree (commerce, economics, business, finance etc.).
At least 5 years of experience in financial services, preferably in investment or product related roles. Investment experience across traditional and alternative asset classes, public and private markets is desirable, as is experience in Investment Administration or Custody.
Experience working in advice groups, dealerships or private banks will be highly regarded, as will experience working with product teams and investment product structures.
Ideally you will have an understanding of the advice process and client focus.
Strong project management skills, and experience managing multiple tasks, project planning and delivering to deadlines.
Experience in redesigning and improving work process and workflow.
Strong stakeholder management skills, with the ability to work competently across multiple teams and business units.
Excellent communication and presentation skills with confidence presenting to senior management, executives and board members.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Skills Required
- Undergraduate degree in commerce, economics, business, finance, etc.
- At least 5 years of experience in financial services, preferably in investment or product roles.
- Experience across traditional and alternative asset classes, public and private markets.
- Experience in Investment Administration or Custody.
- Experience working with advice groups, dealerships or private banks.
- Strong project management skills.
- Strong stakeholder management skills.
- Excellent communication and presentation skills.
What We Do
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States
